Financial Planner

We are looking for a skilled and analytical Financial Planner to join our team. The ideal candidate will be responsible for assessing clients’ financial situations, understanding their goals, and creating personalized financial strategies. This role requires strong knowledge of investments, insurance, taxation, and retirement planning, combined with...

Job Title: Insurance Financial PlannerJob Description:The role of an Insurance Financial Planner involves advising clients on financial matters and providing guidance on specialized insurance products. Key responsibilities include conducting thorough assessments of clients' financial situations, creating customized plans to meet their financial goals,...

Analyzing Client Requirements. Collecting required Financial Data. Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments). Feasibility Analysis to achieve dream. Preparation of Financial Reports. Portfolio Review of Client at Regular Intervals. Pay: ₹15,000.00 - ₹20,438.76 per month **Benefits**: - Flexible schedule - Health...

Analyzing Client Requirements.Collecting required Financial Data.Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).Feasibility Analysis to achieve dream.Preparation of Financial Reports.Portfolio Review of Client at Regular Intervals.Job Type: Full-timePay: ₹15, ₹20,438.76 per monthBenefits:Flexible scheduleHealth insuranceLeave...

Key ResponsibilitiesAnalyze client requirementsGather necessary financial dataEvaluate financial information (income, expenses, loans, insurance, and investments)Conduct feasibility analysis to achieve client goalsPrepare comprehensive financial reportsReview client portfolio at regular intervalsAbout Company: Holistic Investment Planners Private Limited is...

We are looking for Media planners with fluency in English, Hindi, Malayalam & Tamil for our prestigious project at Chennai Key Responsibilities: - **Developing and Implementing Media Plans**:This includes creating strategies for reaching the target audience, selecting the appropriate media channels, and setting a budget. - **Research and...

**Role: Event Planner** **Experience: 5+ Years** **Location: Coimbatore** **Responsibilities**: - Identifying clients' requirements and expectations for each event. - Brainstorming and implementing event concepts and themes. - Preparing event budgets and processing invoices. - Researching and booking venues. - Organizing Vendors, caterers, staff, and...

Job TitleSenior Financial Planner and Relationship ManagerWe are seeking an experienced Senior Financial Planner and Relationship Manager to join our team. As a trusted advisor to high-net-worth clients, you will provide holistic financial advice and design tailored financial plans.Your expertise in financial planning and relationship-building skills will be...

**Warehouster Capital** is a Industrial Real Estate Developer that offers customised warehouse solutions and services including Land Acquisition, Compliance, Leasing, Development and Asset Management. **POSITION: Financial Controller** **ROLES & RESPONSIBILITIES**: - Execute the financial strategy of the company - Manage financial controls and accounting...

Financial Analysis ExpertAbout the role:This position plays a pivotal part in providing insightful financial analysis, cost evaluation, budgeting, forecasting, and special projects to support business growth initiatives. Responsibilities include analyzing financial statements, developing financial models, preparing projections, and performing research and...